Deborah Matz

Robert Moody is a CFP®, CFA®, and Series 65-credentialed financial advisor with 13 years of industry experience. He is the sole advisor at Compass Advisors LLC, an independent firm he has been with since 1998, and has also been associated with Financial Preparedness LLC since 2023. Compass Advisors LLC is a fee-only financial planning firm that serves individual clients with a focus on risk management, income tax planning, retirement, investments, and estate planning. The firm emphasizes managing investment portfolios using individual stocks and exchange-traded funds, tailoring advice to clients’ financial goals, risk tolerance, and tax considerations.

Tracey Gordineer is a CFP® with six years of industry experience, currently serving as the principal of Blossom Balance LLC in Gainesville, GA. She has worked at Paramount Investment Advisors and North Georgia Accounting, among other firms. Gordineer is also CEO of Blossom Balance Tax LLC and COO of CASCFO Advisory, where she manages tax preparation services and provides business development for tax and accounting staffing firms. Blossom Balance LLC offers investment advisory and financial planning services to individual and high-net-worth clients, using strategies such as strategic asset allocation and dollar-cost averaging. The firm integrates tax and accounting services through an affiliated company, providing clients with flexible options tailored to their financial goals.

Patrick Paxton is a financial advisor at TRUFp with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Investment Planning Advisors and Cambridge Investment Research Advisors, INC. Outside of his advisory role, he serves as treasurer for the Forsyth County Republican Party, managing bookkeeping and fundraising activities. TRUFp provides investment advisory and financial planning services to individuals, high-net-worth clients, and employer plan sponsors, utilizing a range of approaches including asset allocation and technical analysis. The firm serves a large client base with a four-advisor team and participates in third-party marketing through the Ramsey Solutions SmartVestor program.

Andrew Castleberry is a financial advisor at TRUFP with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Investment Planning Advisors, Cambridge Investment Research, E*Trade Securities, and Edward Jones. Prior to his financial services career, he spent nine years at The Honeybaked Ham Company LLC. TRUFP serves individual and high-net-worth clients as well as employer retirement plans, providing tailored asset management, financial planning, and pension consulting. The firm’s investment approach is individualized and employs a mix of asset allocation, dollar-cost averaging, and both long- and short-term strategies.

Kenneth Bellavance is a financial advisor at TRUFP with 11 years of industry experience. He holds a Series 66 designation and has worked at Investment Planning Advisors and Cambridge Investment Research, Inc. His current role at TRUFP involves working within a four-advisor team based in Cumming, GA. TRUFP serves individual and high-net-worth clients as well as employer retirement plans, offering tailored asset management, financial planning, and pension consulting. The firm’s investment approach is individualized based on client objectives, risk tolerance, and time horizon, employing a mix of asset allocation, dollar-cost averaging, and both long- and short-term strategies.

Carson Bennett is a financial advisor at ReliaStar Capital Management, Inc. with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has been with ReliaStar since 2012. Bennett is also a licensed independent insurance agent, selling life insurance and fixed annuities. ReliaStar Capital Management provides financial planning and portfolio management services to individuals, high-net-worth clients, trusts, and estates, utilizing third-party model managers through a managed-account program. The firm emphasizes due diligence and periodic reviews of managers and supports clients through educational seminars and workshops.